Chuck Whitman Email & Phone Number
Senior Portfolio Manager @ Legacy Edge
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Chuck Whitman Location
- United States
Chuck Whitman Work
- 2024 -now Senior Portfolio Manager @
- 2024 -now Independent Advisor to RIAs @ Self-employed
- 2022 -2023 Vice President, Senior Investment Advisor @
- 2017 -2022 Senior Portfolio Manager @
- 1999 -2015 Managing Director @
- 1994 -1999 Vice President @
- 1991 -1993 Vice President - SBCI @
- 1985 -1991 Vice President @
Chuck Whitman Education
- University School
- NYU Stern School of Business
MBA (Finance, General)
- University of Michigan
BBA (Accounting and Finance)
Chuck Whitman Skills
- Equities
- Hedge Funds
- Alternative Investments
- Bloomberg
- Fixed Income
- Portfolio Management
- Investment Banking
- Series 7
- Trading
- Derivatives
- Investments
- Securities
- Asset Management
- Asset Allocation
- Sales
- Equity Trading
- Wealth Management
- Mutual Funds
- Risk Management
- Investment Advisory
- Private Banking
- Options
- Arbitrage
- Business Development
- Business Relationship Management
Chuck Whitman Summary
- Chuck Whitman, based in United States, is currently a Senior Portfolio Manager at Legacy Edge Advisors. Chuck Whitman brings experience from previous roles at Self-employed, PNC, TIAA and Oscar Gruss. Chuck Whitman holds a University School. With a robust skill set that includes Equities, Hedge Funds, Alternative Investments, Bloomberg, Fixed Income and more. Chuck Whitman has 4 emails and 3 mobile phone numbers on RocketReach.
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